Product

Every compliance obligation. One operational system.

Built specifically for Medicare-certified home health agencies — not adapted from generic project management software. Every feature maps to the regulatory framework your agency is held to.

42 CFR Part 484 requirements. Pre-loaded. Structured. Trackable.

You shouldn't have to read federal regulations and decide what they mean for your operations. Ordo does that translation and gives you structured, assignable compliance items organized the way surveyors evaluate them.

  • All 15 Conditions of Participation loaded the day you activate
  • State compliance packs layered on top of federal requirements
  • Live survey readiness score weighted by severity
  • Inspection mode — see your agency the way a surveyor would

An expired credential shouldn't be a surprise. And it shouldn't take a surveyor to find it.

Under §484.80 and §484.115, every staff member must meet qualification requirements at all times. Ordo tracks every license, certification, background check, and training record — and flags problems before they become survey deficiencies.

  • Full staff roster — clinical and administrative, employees and contractors
  • Auto-expiry alerts at 90, 60, 30, 14, and 7 days before expiration
  • Do-not-schedule flags activate automatically on credential lapse
  • Staff compliance heatmap — see your entire workforce posture at a glance
  • Bulk CSV import — don't enter 150 staff records by hand

Incidents documented. Follow-up assigned. Evidence chain complete.

Medicare surveyors don't just ask if incidents happened. They ask what the agency did about them. Ordo creates a documented evidence chain from intake to resolution.

  • Structured intake — capture what happened in a form, not a blank text field
  • Corrective action plans with assignees, due dates, and evidence fields
  • Multi-step approval workflows — who reviewed it, who approved it, when
  • State agency notification tracking — what you reported, when, and to whom
  • Surveyor-ready incident export with full documentation chain
  • SLA monitoring on corrective action deadlines

From "where is that policy?" to "here it is — with version history and attestation records."

Surveyors expect current policies, documented staff review, and version control. Ordo makes all three automatic.

  • Document vault with versioning — upload, organize, version-control
  • Six category folders — policies, procedures, training, templates, forms, references
  • Policy attestations with e-sign — assign, review, attest, done
  • Timestamped attestation records stored in each staff member's compliance record

Audit preparation is a 30-second export. Not a 30-hour project.

Every compliance item completed in Ordo carries its evidence, its approval, and its timestamp. The audit packet doesn't assemble documentation — it exports what the system has been building all year.

  • One-click audit packet builder — select a date range, click export
  • SHA-256 tamper-evident hashing on every export
  • Compliance dashboard — due, overdue, completed at a glance
  • Risk dashboard — see where risk is concentrated before a surveyor does
  • Roll-up reporting for multi-location agencies
  • CSV and PDF exports — your data, your format

AI that understands Medicare compliance — not generic chatbot answers.

Powered by AWS Bedrock, Ordo's AI features help you understand regulations, organize evidence, and stay ahead of compliance gaps — without replacing your judgment.

  • "Explain this requirement" — plain-language CoP explanations
  • Evidence auto-tagging — AI suggests compliance item links for uploads
  • Compliance suggestions — prioritized recommendations based on survey risk
  • Policy summarization — AI summaries with change detection
  • AI regulatory monitoring — eCFR and state registry scanning (Enterprise)

Included on every plan

How it works

From regulation to operational follow-through.

Ordo closes the gap between what the rule says and what your agency has to do next. Requirements become assigned, dated, reviewable work -- not a binder on a shelf.

1. Sign up and set up your agency

Create your account in 2 minutes. No credit card required. Enter your agency details and you're in.

2. Compliance packs load automatically

Medicare Conditions of Participation items are pre-loaded. Your compliance dashboard is populated from day one.

3. Add your staff and credentials

Import your roster via CSV or add staff manually. Enter credentials with expiry dates. Automated reminders start immediately.

4. Track, document, and attest

Work through compliance items at your pace. Upload evidence, complete attestations, resolve incidents. Everything is logged.

5. Generate your audit packet

When the surveyor arrives, click export. Your complete compliance record in one PDF.

Your compliance obligations aren't generic. Your tool shouldn't be either.

Start tracking every Medicare Condition of Participation, every credential, and every corrective action in a system built specifically for home health agencies.